A Configuration Package allows administrators to create a set of management rules for how equipment, services, and other pieces of information apply to Subscriber Portal submitted work orders. As an administrator, you can limit each configuration package to a site, organization, or subscriber type. You also determine whether the configuration package requires resource or manager approval.
When creating a configuration package, you determine the following:
- Is this for a Set Device, Cell Phone, Circuit, etc.?
- If this is a set device, what template or set type is used?
- Is this for a New Service, Change in Service or Delete Service?
- Is this for one site or all database sites?
- Is this for one organization or all within the database?
- Does this package require resource or funding approval?
- Does this package require manager approval?
- Are there equipment/features required with the set device or circuit?
- Is there a service required with the set device or circuit?
- What fields does the customer need to complete before submitting the package?
Once you have determined the answers to these, you are ready to create your configuration package. Once created, the package becomes available in Subscriber Portal and accessible for customers to complete and send into CAIRS.
Once a customer submits a package, a CAIRS user can view the submitted packages within Orders/Troublesà Projects/Portal Requests. The CAIRS user accepts the package and sends it into the proper work order flow within the CAIRS database. When the work order is complete, the submitting customer receives a completion notification.
The process to create a Configuration Package is identical for all components. Therefore, we will cover only how to create a Configuration Package for a Set Device.